Block 2a on my CSA 1099R is blank.
You'll need to sign in or create an account to connect with an expert.
You have to use the Simplified Rule.
The General Rule or called the 3 year rule would make it non-taxable until the employee contribution was used up. You can no longer use that method.
See page 5 https://www.irs.gov/pub/irs-pdf/p721.pdf
You have to use the Simplified Rule.
The General Rule or called the 3 year rule would make it non-taxable until the employee contribution was used up. You can no longer use that method.
See page 5 https://www.irs.gov/pub/irs-pdf/p721.pdf
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
cparke3
Level 4
g213
Level 1
lkf1106
New Member
jbergeron1
New Member
savvyus007
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.